SCHULTZ FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCHULTZ FAMILY FOUNDATION (EIN 91-1746414)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-24
- IRS object ID
- 202100839349100010
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-24T11:16:19-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S Flower Street 7th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911746414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schultz Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALISON GREEN COO | InCareOfNm |
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2064925420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 Yale Avenue N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYRA MARIANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2021-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2136271717 | PhoneNum |
| Preparation | 2021-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,395,379 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $45,426,153 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,032,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,032,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $333,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,863,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,883,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,792,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,915,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $591,575 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $591,575 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,615,548 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,111 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,605,437 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $323,863 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $323,863 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $114,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $114,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,124 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,062 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,062 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,132,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,122,527 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $430,000 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $18,414 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $74,405 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,405 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,092 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $10,092 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $687,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $686,543 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,054,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,556,913 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,578,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,578,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,633,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,135,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,158,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,866,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,739,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,692,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,692,860 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $202,048,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $220,682,585 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $220,682,585 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $528,363 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $508,429 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,284 | LandBOYAmt |
| Land EOY | $19,934 | LandEOYAmt |
| Land EOYFMV | $19,934 | LandEOYFMVAmt |
| Other Assets BOY | $53,364 | OtherAssetsBOYAmt |
| Total Assets BOY | $215,873,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,395,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,395,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $215,873,822 | RetainedEarningBOYAmt |
| Retained Earning EOY | $222,395,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,873,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,395,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,873,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,395,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,873,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,158,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $159,997 | OtherIncreasesAmt |
| Subtotal | $246,192,656 | SubtotalAmt |
| Other Decreases | $23,797,277 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $222,395,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STARBUCKS CORP COM | D | 2019-08-30 | $4,883,721 | $50 | $4,883,671 | $4,883,671 |
| SCH TREAS OBLIGATION | P | 2019-10-02 | $3,700,000 | $3,700,000 | ||
| SCH TREAS OBLIGATION | P | 2020-01-10 | $1,000,000 | $1,000,000 | ||
| SCH TREAS OBLIGATION | P | 2020-02-05 | $2,000,000 | $2,000,000 | ||
| SCH TREAS OBLIGATION | P | 2020-03-26 | $500,000 | $500,000 | ||
| SCH TREAS OBLIGATION | P | 2020-04-15 | $2,780,000 | $2,780,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,883,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,481,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $169,633,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13253 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,842,518 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $145,467,766 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129531 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,776,055 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $117,021,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083541 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,861,361 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,643,141 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07585 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,766,476 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,032,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06269 | DistributionYr5Rt |
| Total Distribution | 0.484142 | TotalDistributionRt |
| Average Distribution | 0.096828 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $228,065,167 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,083,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88,664 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,171,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,135,651 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $177,329 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $177,329 | SubtotalAmt |
| Tax Based On Investment Income | $177,329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $301,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $301,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $124,111 | OverpaymentAmt |
| Applied To ES Tax | $124,111 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://schultzfamilyfoundation.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALISON GREEN COO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064925420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 YALE AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERI KERSCH-SCHULTZ | ||||||||
| c/o po box 34110 | seattle | WA | 981241100 | TRUSTEE | 25.0 | $0 | $0 | $0 |
| HOWARD D SCHULTZ | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| LOREN D HOSTEK | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MATTHEW MCCUTCHEN | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| ADDISON SCHULTZ | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | trustee | 3.0 | $0 | $0 | $0 |
| PATRICIA D HOROHO | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | TRUSTEE | 3.0 | $50,000 | $0 | $0 |
| DAN SAFIER | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| DANIEL PITASKY | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | Executive Director | 40.0 | $489,795 | $51,480 | $300 |
| RENE RYAN | ||||||||
| 508 Yale Avenue N | SEATTLE | WA | 98109 | Interim Executive Director | 40.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIE L GROARK | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | PROGRAM DIRECTOR | 40.0 | $241,000 | $19,651 | $800 |
| ALISON U GREEN | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | CHIEF OPERATIONS OFC | 40.0 | $229,805 | $16,156 | $800 |
| ELLEN H GARDNER | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | SR PROGRAM OFFICER | 40.0 | $174,833 | $16,650 | $800 |
| YERI YUN | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | COMMUNICATIONS MNGR | 40.0 | $160,000 | $19,520 | $800 |
| PAUL BUTLER | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | PROGRAM OFFICER | 40.0 | $147,200 | $17,970 | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYPartners LLC | |||||
| 95 Hudson Street 8th Floor | NEW YORK | NY | 10014 | Strategic Consulting | $516,945 |
| NationSwell | |||||
| 394 Broadway 5th Floor | NEW YORK | NY | 10014 | STRATEGIC COMMS | $235,000 |
| GMMB | |||||
| 3050 K Street NW Suite 100 | WASHINGTON | DC | 20007 | Communications consg | $226,705 |
| Perkins Coie LLP | |||||
| 1201 3rd Ave 4900 | SEATTLE | WA | 98101 | Legal | $110,716 |
| Intentional Futures LLC | |||||
| 1501 E Madison Street Suite 500 | SEATTLE | WA | 98122 | Strategic Consulting | $99,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YOUTH: CONDUCTED RESEARCH TO IDENTIFY COMPANIES THAT IMPROVE ECONOMIC MOBILITY FOR YOUNG PEOPLE; FUNDED ANALYSIS OF YOUTH UNEMPLOYMENT RATES NATIONALLY AND IN METRO AREAS. | Description1Txt |
| Expenses1 | $440,287 | Expenses1Amt |
| Description2 | VETERANS: ENHANCED THE COMMUNICATIONS CAPACITY OF SEVERAL VETERAN GRANTEES. | Description2Txt |
| Expenses2 | $40,000 | Expenses2Amt |
| Description3 | COVID-19 RESPONSE: DEVELOPED COMMUNICATIONS AND AWARENESS SURROUNDING THE PLATE FUND, AN EMERGENCY RELIEF FUND TO SUPPORT RESTAURANT WORKERS WHO EXPERIENCED LOSS IN WAGES. | Description3Txt |
| Expenses3 | $47,451 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $226,001,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,536,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,538,241 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,538,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,473,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $228,065,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,403,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,403,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177,329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177,329 | TotalTaxAmt |
| Distributable Before Adj | $11,225,929 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,225,929 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,225,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,135,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $19,135,651 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,135,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,225,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,011,121 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,719,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,022,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,824,908 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,528,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,106,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,135,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $11,225,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,909,722 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,016,417 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,011,121 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,005,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,719,675 | ExcessFromYear4Amt |
| Excess From Year3 | $4,022,431 | ExcessFromYear3Amt |
| Excess From Year2 | $11,824,908 | ExcessFromYear2Amt |
| Excess From Year1 | $14,528,560 | ExcessFromYear1Amt |
| Excess From Current Year | $7,909,722 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD SHERI SCHULTZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROGRAM DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 YALE AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | INFO@SCHULTZFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A WRITTEN LETTER EXPLAINING THE REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5th Avenue Theatre Association | |||||||
| 1326 5th Avenue Theatre | SUITE 735 | Seattle | WA | 98101 | PC | Further Charitable Goals | $10,000 |
| Amara | |||||||
| 5907 Martin Luther King Jr Way S | Seattle | WA | 98118 | PC | Further Charitable Goals | $5,000 | |
| American Corporate Partners | |||||||
| 2 Grand Central Tower 140 East 45t | SUITE 360 | New York | NY | 10017 | PC | Further Charitable Goals | $300,000 |
| American Jewish Committee | |||||||
| Jacob Blaustein Building 165 East | New York | NY | 10022 | PC | Further Charitable Goals | $100,000 | |
| American Jewish Committee Seattle | |||||||
| 2101 Fourth Avenue | Suite 330 | Seattle | WA | 98121 | PC | Further Charitable Goals | $10,000 |
| Arizona State University Foundation | |||||||
| PO Box 2260 | Tempe | AZ | 852802260 | PC | Further Charitable Goals | $525,000 | |
| Asian Counseling And Referral Service | |||||||
| 3639 Martin Luther King Jr Way Sou | Seattle | WA | 98144 | PC | Further Charitable Goals | $2,500 | |
| Ballard Food Bank | |||||||
| 5130 Leary Avenue NW | Seattle | WA | 98107 | PC | Further Charitable Goals | $5,000 | |
| Blue Star Families | |||||||
| PO Box 230637 | Encinitas | CA | 92023 | PC | Further Charitable Goals | $299,500 | |
| Boys & Girls Club of King County | |||||||
| 603 Stewart Street | SUITE 300 | Seattle | WA | 98122 | PC | Further Charitable Goals | $10,000 |
| Boys & Girls Club Of South Puget Sound | |||||||
| 3875 South 66th Street | Suite 101 | Tacoma | WA | 98409 | PC | Further Charitable Goals | $5,000 |
| Building Changes | |||||||
| 1200 12th Avenue South | SUITE 1200 | Seattle | WA | 98144 | PC | Further Charitable Goals | $69,920 |
| Chief Seattle Club | |||||||
| 410 2nd Avenue Extension S | Seattle | WA | 98104 | PC | Further Charitable Goals | $5,000 | |
| Childhaven | |||||||
| 316 Broadway | Seattle | WA | 981225325 | PC | Further Charitable Goals | $5,000 | |
| Cocoon House | |||||||
| 3530 Colby Avenue | Everett | WA | 98201 | PC | Further Charitable Goals | $3,000 | |
| Combined Arms | |||||||
| 2929 McKinney Street | Houston | TX | 77003 | PC | Further Charitable Goals | $25,000 | |
| Compass Housing Alliance | |||||||
| 77 S WA Street 5th Floor | Seattle | WA | 98104 | PC | Further Charitable Goals | $5,000 | |
| Corporate America Supports You | |||||||
| 5445 Murrell Road | Suite 102-177 | Viera | FL | 32955 | PC | Further Charitable Goals | $500,000 |
| Crisis Connections | |||||||
| 2901 3rd Avenue | Suite 100 | Seattle | WA | 98121 | PC | Further Charitable Goals | $3,000 |
| Direct Relief | |||||||
| 27 S La Patera Lane | Goleta | CA | 93117 | PC | Further Charitable Goals | $20,000 | |
| Downtown Emergency Service Center | |||||||
| 515 Third Avenue | Seattle | WA | 98104 | PC | Further Charitable Goals | $3,000 | |
| Dress for Success Seattle | |||||||
| 1118 5th Avenue | Seattle | WA | 98101 | PC | Further Charitable Goals | $3,000 | |
| East Hampton Library | |||||||
| 159 Main Street | East Hampton | NY | 11937 | PC | Further Charitable Goals | $2,500 | |
| Eastside Baby Corner | |||||||
| 1510 NW Maple Street | PO Box 712 | Issaquah | WA | 98027 | PC | Further Charitable Goals | $5,000 |
| El Centro de la Raza | |||||||
| 2524 16th Avenue South | Seattle | WA | 98144 | PC | Further Charitable Goals | $55,000 | |
| Eleanor Whitmore Early Childhood Center | |||||||
| 2 Gingerbread Lane Extension | PO Box 63 | East Hampton | NY | 11937 | PC | Further Charitable Goals | $30,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | PC | Further Charitable Goals | $250,000 | |
| Falis Community Service | |||||||
| 10615 SE 256th Street | Suite 104 | Kent | WA | 980306809 | PC | Further Charitable Goals | $2,500 |
| Family Independence Initiative | |||||||
| PO Box 71363 | Oakland | CA | 94612 | PC | Further Charitable Goals | $1,000,000 | |
| Finn2finn Alliance Inc (DBA Well Beings) | |||||||
| 217 West 18th Street | SUITE 536 | New York | NY | 10011 | PC | Further Charitable Goals | $60,000 |
| First Place | |||||||
| PO Box 22536 | Seattle | WA | 98122 | PC | Further Charitable Goals | $5,000 | |
| Food Lifeline | |||||||
| 815 S 96th Street | Seattle | WA | 981084934 | PC | Further Charitable Goals | $155,000 | |
| Friends of the Belen Public Library | |||||||
| 333 Becker Avenue | Belen | NM | 87002 | PC | Further Charitable Goals | $250 | |
| Friends of Youth | |||||||
| 13116 NE 132nd Street | Kirkland | WA | 980342306 | PC | Further Charitable Goals | $5,000 | |
| Get Schooled Foundation | |||||||
| 1515 Broadway | 30th Floor | New York | NY | 10011 | PC | Further Charitable Goals | $800,000 |
| GlobalGiving Foundation | |||||||
| 1110 Vermont Avenue NW | SUITE 550 | Washington | DC | 20005 | PC | Further Charitable Goals | $10,000 |
| GreaterGood | |||||||
| 600 University Street | SUITE 1000 | Seattle | WA | 98101 | PC | Further Charitable Goals | $5,000 |
| Hands In 4 Youth | |||||||
| 256 Macopin Road | West Milfo Road | NJ | 07480 | PC | Further Charitable Goals | $25,000 | |
| Harlem Village Academies | |||||||
| 35 West 124th | 5th Floor | New York | NY | 10027 | PC | Further Charitable Goals | $15,000 |
| Hopelink | |||||||
| PO Box 3577 | Redmond | WA | 98073 | PC | Further Charitable Goals | $5,000 | |
| Horn of Africa Services | |||||||
| 5303 Rainier Avenue South | Suite D | Seattle | WA | 98118 | PC | Further Charitable Goals | $3,000 |
| Human Rights Watch Inc | |||||||
| 350 Fifth Avenue | 34th Floor | New York | NY | 10118 | PC | Further Charitable Goals | $25,000 |
| Humane Society Of The US | |||||||
| 1255 23rd Street NW | Suite 450 | Washington | DC | 20037 | PC | Further Charitable Goals | $5,000 |
| Jewish Family Services | |||||||
| 1601 16th Avenue | Seattle | WA | 98122 | PC | Further Charitable Goals | $200,000 | |
| Kitsap Humane Society | |||||||
| 9167 Dickey Road NW | Silverdale | WA | 98383 | PC | Further Charitable Goals | $5,000 | |
| Lily's Place | |||||||
| PO Box 2 | Huntington | WV | 25706 | PC | Further Charitable Goals | $10,000 | |
| Marys Place Seattle | |||||||
| PO Box 1711 | Seattle | WA | 981111711 | PC | Further Charitable Goals | $5,000 | |
| Mayo Clinic | |||||||
| 200 First Street SW | Rochester | MN | 55905 | PC | Further Charitable Goals | $989,599 | |
| Mercy Corps | |||||||
| PO Box 80020 | Dept W | Prescott | AZ | 86304 | PC | Further Charitable Goals | $30,000 |
| Military Spouse Corporate Career Network | |||||||
| 5445 Murrell Road | Suite 102-177 | Viera | FL | 32955 | PC | Further Charitable Goals | $125,000 |
| Multi Service Center | |||||||
| PO Box 23699 | Federal Way | WA | 98093 | PC | Further Charitable Goals | $5,000 | |
| National Network For Youth | |||||||
| 741 8th Street SE | Washington | DC | 20003 | PC | Further Charitable Goals | $2,500 | |
| Neighborhood House | |||||||
| 1225 South Weller Street | Suite 510 | Seattle | WA | 98144 | PC | Further Charitable Goals | $5,000 |
| New Beginnings | |||||||
| PO Box 75125 | Seattle | WA | 981750125 | PC | Further Charitable Goals | $5,000 | |
| New Horizons Ministries | |||||||
| 2709 Third Avenue | Seattle | WA | 98121 | PC | Further Charitable Goals | $5,000 | |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW | Suite 300 | Washington | DC | 20036 | PC | Further Charitable Goals | $502,477 |
| Nexus (Auburn Youth Resources) | |||||||
| 1000 Auburn Way S | Auburn | WA | 98002 | PC | Further Charitable Goals | $5,000 | |
| Northwest Harvest | |||||||
| PO Box 12272 | Seattle | WA | 98102 | PC | Further Charitable Goals | $155,000 | |
| Northwest Wine Benefit Foundation | |||||||
| 1000 Second Avenue | Suite 1700 | Seattle | WA | 98104 | PC | Further Charitable Goals | $100,000 |
| PAWS | |||||||
| PO Box 1037 | Lynnwood | WA | 98046 | PC | Further Charitable Goals | $2,500 | |
| Peak Grantmaking | |||||||
| 1666 K Street NW | Suite 440 | Washington | DC | 20006 | PC | Further Charitable Goals | $905 |
| Pike Place Market Foundation | |||||||
| 93 Pike Street | Seattle | WA | 98101 | PC | Further Charitable Goals | $10,000 | |
| Pilchuck Glass School | |||||||
| 240 2nd Avenue S | Suite 100 | Seattle | WA | 98104 | PC | Further Charitable Goals | $25,000 |
| PitCCh In Foundation | |||||||
| PO Box 38 | Alpine | NJ | 07620 | PC | Further Charitable Goals | $50,000 | |
| Plymouth Housing Group | |||||||
| 2113 3rd Avenue | Seattle | WA | 98121 | PC | Further Charitable Goals | $30,000 | |
| PsychArmor | |||||||
| 6215 Ferris Square | Suite 205 | San Diego | CA | 92121 | PC | Further Charitable Goals | $39,568 |
| Rainier Valley Food Bank | |||||||
| 4205 Rainier Avenue S | Seattle | WA | 98118 | PC | Further Charitable Goals | $5,000 | |
| Refugee Women's Alliance | |||||||
| 4008 Martin Luther King Jr Way S | Seattle | WA | 981081623 | PC | Further Charitable Goals | $5,000 | |
| Restore Assemble Produce (RAP) | |||||||
| 407 West Gowe Street | Kent | WA | 98032 | PC | Further Charitable Goals | $2,500 | |
| Robin Hood Foundation | |||||||
| 826 Broadway | 9th Floor | New York | NY | 10003 | PC | Further Charitable Goals | $175,000 |
| Roots Young Adult Shelter | |||||||
| 1415 NE 43rd Street | Seattle | WA | 98105 | PC | Further Charitable Goals | $5,000 | |
| SBP USA | |||||||
| 2645 Toulouse Street | New Orleans | LA | 70119 | PC | Further Charitable Goals | $20,000 | |
| Schools For Salone | |||||||
| PO Box 25314 | Seattle | WA | 981652214 | PC | Further Charitable Goals | $10,000 | |
| Seattle Foundation | |||||||
| 1601 Fifth Avenue | Suite 1900 | Seattle | WA | 981013151 | PC | Further Charitable Goals | $250,000 |
| Seattle Humane Society | |||||||
| 13212 SE Eastgate Way | Bellevue | WA | 98005 | PC | Further Charitable Goals | $5,000 | |
| Seattle Opera | |||||||
| 363 Mercer Street | Seattle | WA | 98109 | PC | Further Charitable Goals | $5,000 | |
| Seattle Public Library Foundation | |||||||
| 1000 4th Avenue | Seattle | WA | 98104 | PC | Further Charitable Goals | $10,000 | |
| Seattle University | |||||||
| 901 12th Avenue | Seattle | WA | 981221090 | PC | Further Charitable Goals | $99,000 | |
| Service Year Exchange Inc | |||||||
| 1400 Eye Street NW | Suite 900 | Washington | DC | 20005 | PC | Further Charitable Goals | $250,000 |
| Social Science Research Council | |||||||
| 300 Cadman Plaza West | Floor 15 | Brooklyn | NY | 11201 | PC | Further Charitable Goals | $160,000 |
| StolenYouth | |||||||
| PO Box 296 | Seattle | WA | 98111 | PC | Further Charitable Goals | $45,000 | |
| Syracuse University | |||||||
| 820 Comstock Avenue | Syracuse | NY | 13244 | PC | Further Charitable Goals | $4,000,000 | |
| Team Rubicon | |||||||
| 6171 Century Boulevard | Suite 310 | Los Angeles | CA | 90045 | PC | Further Charitable Goals | $30,000 |
| Teens for Food Justice | |||||||
| 33 West 60th Street | Suite 1211 | New York | NY | 10023 | PC | Further Charitable Goals | $10,000 |
| The National Mentoring Partnership Inc | |||||||
| 201 South Street | Suite 615 | Boston | MA | 02111 | PC | Further Charitable Goals | $750,000 |
| Tragedy Assistance Program for Survivors | |||||||
| 3033 Wilson Boulevard | Suite 630 | Arlington | VA | 22201 | PC | Further Charitable Goals | $200,000 |
| Travis Manion Foundation | |||||||
| 164 East State Street | Doylestown | PA | 18901 | PC | Further Charitable Goals | $10,000 | |
| TreeHouse | |||||||
| 2100 24th Avenue South | Suite 200 | Seattle | WA | 981444643 | PC | Further Charitable Goals | $10,000 |
| TSNE Mission Works | |||||||
| 89 South Street | Suite 700 | Boston | MA | 02111 | PC | Further Charitable Goals | $357,420 |
| Tukwila Riverton Park United Methodist Church | |||||||
| 3118 S 140th Street | Tukwila | WA | 98168 | PC | Further Charitable Goals | $5,000 | |
| University of San Diego | |||||||
| 5998 Alcala Park | San Diego | CA | 92110 | PC | Further Charitable Goals | $100,000 | |
| University of Washington | |||||||
| 4333 Brooklyn Ave NE | Box 359505 | Seattle | WA | 981959505 | GOV | Further Charitable Goals | $989,599 |
| Washington State Health Care Authority | |||||||
| 401 5th Avenue | Suite 500 | Seattle | WA | 98104 | GOV | Further Charitable Goals | $118,000 |
| Wayne State University | |||||||
| 42 W Warren Avenue | Detroit | MI | 48202 | GOV | Further Charitable Goals | $100,000 | |
| Wellspring Family Services | |||||||
| 1900 Rainier Avenue South | Seattle | WA | 98144 | PC | Further Charitable Goals | $5,000 | |
| White Center Food Bank | |||||||
| 10829 8th Ave SW | Seattle | WA | 98146 | PC | Further Charitable Goals | $5,000 | |
| Wings of Rescue | |||||||
| PO Box 6045 | La Quinta | CA | 92248 | PC | Further Charitable Goals | $5,000 | |
| World Central Kitchen | |||||||
| 655 New York Ave NW | 6th Floor | Washington | DC | 20001 | PC | Further Charitable Goals | $20,000 |
| YMCA Of Greater Seatte | |||||||
| 909 4th Ave | Seattle | WA | 98104 | PC | Further Charitable Goals | $12,500 | |
| YWCA of Seattle - King County - Snohomish County | |||||||
| 1118 Fifth Ave | Seattle | WA | 98101 | PC | Further Charitable Goals | $7,500 | |
| Youth Eastside Services | |||||||
| 999 164th Avenue NE | Bellevue | WA | 98008 | PC | Further Charitable Goals | $5,000 | |
| Youth Radio | |||||||
| 1701 Broadway | Oakland | CA | 94612 | PC | Further Charitable Goals | $100,000 | |
| Youthcare | |||||||
| 2500 NE 54th Street | Seattle | WA | 98105 | PC | FURTHER CHARITABLE GOALS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,578,738 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,032,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $333,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,366,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,366,281 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | Please note that this filing does not reflect the Schultz familys total financial investment in projects supporting Opportunity Youth and Post-9/11 veterans nor its total responsive giving. In addition to distributions from the Schultz Family Foundation, additional funding from the Schultz family is directed through a donor advised fund. For more information, please contact the Schultz Family Foundation at info@schultzfamilyfoundation.org. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HOWARD SHERI SCHULTZ | ||||||
| 1 | 508 Yale Avenue N | SEATTLE | WA | 98109 | $43,565,000 | Yes (X) |
| HOWARD SHERI SCHULTZ | ||||||
| 2 | 508 Yale Avenue N | SEATTLE | WA | 98109 | $937,805 | Yes (X) |
| HOWARD SHERI SCHULTZ | ||||||
| 3 | 508 Yale Avenue N | SEATTLE | WA | 98109 | $923,348 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500,000 Shares of Starbucks Corp | $43,565,000 | |
| 2 | 2,750 Shares of Apple | $937,805 | 2020-06-12 |
| 3 | 26,861 Shares of Trupanion, Inc | $923,348 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON LLP | $54,728 | $27,364 | $27,364 |
| KLS WORKS | $1,396 | $698 | $698 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $220,682,585 | EOYBookValueAmt |
| EOYFMV | $220,682,585 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PERKINS COIE, LLP | $110,716 | $110,716 |
| VENABLE, LLP | $3,693 | $3,693 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND CONTRIBUTIONS | $159,997 |
| UNREALIZED LOSS | $23,637,280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DIRECT CHARITABLE EXPENSE | $527,738 | $527,738 | |
| SOFTWARE LICENSES | $41,737 | $41,737 | |
| INSURANCE | $15,397 | $15,397 | |
| TELEPHONE MOBILE | $11,812 | $11,812 | |
| COMPUTERS AND EQUIPMENT | $11,973 | $11,973 | |
| DUES & SUBSCRIPTIONS | $22,557 | $22,557 | |
| FACILITIES | $10,682 | $10,682 | |
| OFFICE SUPPLIES | $12,531 | $12,531 | |
| TELEPHONE/ISP | $11,128 | $11,128 | |
| PAYROLL/HR ADMIN FEES | $13,955 | $13,955 | |
| UTILITIES | $5,300 | $5,300 | |
| BUSINESS LICENSES | $156 | $156 | |
| POSTAGE & MAIL | $1,525 | $1,525 | |
| COMMISSIONS AND FEES | $1,359 | $1,359 | |
| MISC. ADMIN EXPENSE | $52 | $52 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND CONTRIBUTIONS | Desc |
| Amt | $159,997 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STRATEGY CONSULTING | $1,035,600 | $1,035,600 | |
| IT SUPPORT | $63,590 | $63,590 | |
| HUMAN RESOURCES/RECRUITING | $7,600 | $7,600 | |
| WEBSITE | $15,737 | $15,737 | |
| INVESTMENT MANAGEMENT | $10,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $430,000 | Amt |